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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,431 | $93,598-24.8% | $135,974-48.2% | $75,173-6.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 14.64% | 30.89%-16.2pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,822 | $6,405+22.1% | $7,760+0.8% | $4,126+89.6% |
| Admin fee / account holder | $1,782 | $6,978-74.5% | $10,767-83.4% | $5,651-68.5% |